Client Operations Specialist - Renewals

  • Full-time
  • Travel Required: 0 - 9%

Company Description

At Optiv, we’re on a mission to help our clients make their businesses more secure. We’re one of the fastest growing companies in a truly essential industry.

In your role at Optiv, you’ll be inspired by a team of the brightest business and technical minds in cyber security. We are passionate champions for our clients, and know from experience that the best solutions for our clients’ needs come from working hard together. As part of our team, your voice matters, and you will do important work that has impact, on people, businesses and nations. Our industry and our company move fast, and you can be sure that you will always have room to learn and grow. We’re proud of our team and the important work we do to build confidence for a more connected world.

Job Description

Who we are looking for:

The Client Operations Specialist - Renewals is a sales support role assisting the Client Managers with management of their recurring renewal business.  Specialists support the renewal and maintenance contracts business related to outside sales by proactively generating price quotes, processing orders, assisting with customer inquiries, problem solving and issue resolution.  This individual may also interact directly with clients to provide pricing quotations and accepts POs in the absence of the Account Manager.  This crucial role interacts with manufacturing partners, internal business partners and outside clients in a fast- paced support atmosphere.  The Client Operations Specialist - Renewals supports the Client Manager gross margin objectives by allowing the Client Manager more time to be in the field with face to face meetings and recommending the best pricing strategy within their client base, and assisting in the sale of a master renewal program within the client base.

How you’ll make an impact:

  • Support assigned Client Managers by proactively monitoring existing renewal business with a timely generation of quotes, validation of service contracts, auditing, and management of all aspects of the renewable pipeline using Salesforce.com (CRM system).
  • Provide outstanding and enthusiastic customer service and communication both by phone and email. Respond quickly and accurately to requests from inside resources as well as outside clients.
  • Prepare and submit accurate orders for purchasing. Help ensure deals are registered through a partnership with Deal Registration Desk.
  • Responsible for effectively communicating and positioning Partner and authorized support programs within the partner community and installed base.  Develop and maintain an in-depth knowledge of Partner programs and services.
  • Provide detail reporting and asset tracking for clients on an as-needed basis
  • Interact extensively with clients for an upselling level of service contracts, positioning multi-year contracts, technology refreshes as well as co-terming contracts from various technologies for an annual renewal date.
  • Multi-task ongoing activities from multiple people in a fast environment while producing accurate and timely renewal quotations for products and services.
  • Generate and accurately report Renewal pipeline to Client Managers and Sales Management.
  • Act as liaison between Client Manager and operations/services organization
  • Performs other duties as assigned

Qualifications

 

  • Associates Degree (A.A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience preferred. 
  • 2 or more years of experience in Business-to-Business Sales/Client Services role required. 
  • Intermediate level experience with Microsoft Office; Specifically Microsoft Outlook, Word and Excel. Internet navigation required.
  • Ability to work in a sales partnership setting, where workflow is determined by incoming requests required. 

Desired Qualifications:

  • 2 years of experience in technical or information technologies industry preferred. 
  • Prior experience in Client Relationship Management software (CRM) required. Salesforce.com experience preferred. 

Additional Information

Why you’ll love it here:

If you are seeking a culture that supports growth, fosters success and moves the industry forward, find your place at Optiv! Optiv’s mission is to deliver comprehensive, integrated cybersecurity programs to optimize customer security programs to be more effective, efficient, manageable and measurable. Our aim is to become the world’s largest cybersecurity solutions integrator by leveraging our expertise in security technology, market-leading services, and innovative approaches. We have served more than 12,000 clients of various sizes across multiple industries, we offer an extensive geographic footprint, and have premium partnerships with more than 350 of the leading security product manufacturers. Optiv is a privately-held company backed by KKR, a leading global private equity firm.

With Optiv you can expect:

  • An entrepreneurial and collaborative environment
  • A competitive total rewards program
  • Professional training opportunities
  • Engaging and fun culture
  • Opportunity to work with industry leading, talented peers

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